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HomeMy WebLinkAbout95-00935 '-" ',',:\" ' ", . , ~~<,: n.k~ ,.:' ,ii": iii, ..'.' ":'0 J: ;~;,~I::W'i:;, ';\"::";:~' G: i."., ,', ",><~:_" " .,.'".":__:'_',,';;' '\',~', '., .....,....;::::",':.: '...'....'..;:.". :c.->"'" ie. ..'..:: ,',. ",' .:; 1:.- .,;.....';..;. ... . '.-.' .... '-::"."~':::'<.'-\{'";'':''''' " -,. ,: ' ,- ,'." :', . , ";: .0, \, ", ' . (': "'. ,,'; O'r:,,: :l': ;e;", '. . , '};'i C~ ~:: \:,::.,:;,'.:;',::"';;:': ,,:~:>;.~:,/':.:;.' >: >:.i:;':, ,..,. '." ::. "'", -', 0,.:.. .-'? ,; '.' :;'" '.' .' '-. . ;._".. u' -"-:': ," -"J :-'" ,.:.,-:....e::-;.,:..f .,,;' :';:,', ,....iJ-';....':. " ". "" :' .,>'; ." ',', ," "\; " ;:;}, ",,,' '::.:' ',L- .......:..;. "'., co"\ .:-. "e: ;. ".: ,,-. ;:: ,.' " .' .. 'C' '.' :.",' , :~ ~,~ . ,t,; .'.." ,- 1',_:...:- :i\"""~;}:: '.:.::. -'c. . '..:, .y:;; :::_;l:;:':;;';{f ,':,;'\-;: :,~'n,::,,},:..;;','j " . ;::.': " '. ,.:.., ",','" ':". -.' ,',c......,..,. ,:) .:. );;'~": i';;;'."'.' '.'" ". . .:., -'- ',: . 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";\,,.1:, .~ J '\~~~_ ." " ..' , <~,I - -.,-,." ..':; .~. :-c'.,.' .,:<~::.: P:' :~., ..};) . ,::",\,Z ' .,:' .,,-- ..." . ":. " .~i;; '~::: :.':' ',.', .J:; " . l-,t- )~;~.~:J!i~~l ~t<;,..1;" .~ 't5;')~:f't~, J'J.," "'ci", ;,,- t,,-'i- ~ ,,;' ,'~ "':''l~'c~i ,,-"'. '""'~Xl ~,:~l"~k~~' ....p..l,m ;",~,,~ ~,\i,~~;;\~;:': t~i'/~:&~ .... "'!:';'~~' . ,~," ',,- , : >'::5~;~' -i;-~<~-,-J1 r~,:;: t '.-' ~ .' ~-'.J;J {- ,. i'~:-~' -'",' , 1:\1,11., ,~, Hilmer R, lIocklc\' IIlw J,.-UIHWI tl\ PETITION FOlt I'IWBATE 111111 (iltANT OF I.ETTEltS J.J,Q5-Q3S No, 10: ".'1'1'11\1'11, 11l'f'i'I." 01 \\'ill, "II Iho ('ollllly 01 Curnbcrlllnu__.. ill Iho ('UIlIIllOIl\\\'allh 01 Pl'IlIl",-)-I\-Ulliil SlIrilll S"f'IIfll," ;\'11, 202-20-0768 I Ill' p"'tiliOIl of 1111,' 1I11"h'",.iVIIl"d H.....pl'\'lllllly ""PIl'''"'I1I\ Ihal: Your I1L'lilillllL'I(lr,,), \\hl1 i",iUIl.' 1M )1.'01" 01 il)!l'lll oldL'1 un Ihl' \'\\',,:111 ors _ ~__~___ nUlIll,.'d III Ih., 1"'1 "illollh.'itholl'd.'<I'dolll,dalod . JUIlC 27,.. .. ... _______,1')_95_ ami mdkil(\) IIal.'II __'_' __ ________ _ _"__"W'___' . Exccutrix, Collstnllc.al~.lIockley,. Hcnounccs .in (nvor-of-ChUdrcll. 1\I,lll'll'k\;lIlll11\'IIlIl";II1'-l'\, ('.f, Il'IIUlh.I,lIillll. ,k,1l1l Illl'\nllllll, ,,'If,) Ik<.'mklll ".1< l!olllidloll III II.'itlh III Cumberland_. _.._.._._('011111)'. l'OIlIl,)'ll'lIl1ill, Ililh 1~~~i_~~_I'~'~ ,I~nil):~' 1:1 ~1<~p'~:e~'~~II~elll~:~7_~s~~~ill_Str~=:,.I~lIl?~K,~ltomt-1'A Ilill \IIn'I,lItltllhl'l .1Ihlllllllldp.thl)1 (I .il.)' / ;}/~',),' -'~"/.' ,i Dlc.,,,do,,'. Iholl __70_____. j".'a" 01 iI~O, diod __Dccernbcr.___l,_ ,19---95_, ill_.Cumberlllnd_County ,.Pennsylvllnia .________.______ , F.\I.'l'(l1 il'" fol1nw~, dC~l'dL'1I1 ditlnulmarry I Wij\ not dinm:cd lIull Jid nol lIa\'c n child burn or ndollled afler "c","illn 01 Ihc will olTercII for 1110111110; Ill" nOllhe ..klhn 01 a killln~ nlld Iln, ne..cr ndjndlcnlcd ilh.'UIlII'c1CI1I: ..._~olle__. .__ ..__.___._.._..__________ DCL'l'lHh:1l1 at d~alh 1I\\:11\:d prllJ'll'rl)' wilh c~lil11l1h,'d \'uluc!'l us 1'0110\\'\: (If "olllidlrd in I'n,) ""PO"llfHlllllnpOrll' (If not dnll1kikd in Pa.) PCf!o.UIIUIIlWIlCII)' ill PClllt!o.)'I\'ilUiu (If "1I1 dllll1kilr<l illl'n,) 1'0"011111 propCII)' In Cunni)' Vuluc of real cMall' ill Pcnn\yl\'ilnia siluah.'" H' l'uIlO\\,: _____~_______. sJ.8,l1OO..00 s s s \\'III:IIEI'OIIE, pCliti"nol(') rC'PCClfllll)' ,oqno"(,) Ihe )1mhnlO ul Ihc h"l will lInd c"dlclI(\") IlIe'olllo<l horowilh nfllllhe ~ranl "I klle,,__Testumentary. llnlilllh'IIIU1)i adlllillhllillillll...,I,a.; IHhnini\tr;uilll1l1,h,U,i:,I,l1,) IhoUlII, F- E -1"7 C.. ~ 'J " ..,0 ~= 11= -'" -:. ~- ;; c ; c- u, ~ #~'?'.~0~/~~ _._ n'I1J"'~Il/f)-I1, jlP.l-I"-/.e'l_____ --- - ',.)5'-_8""...etVC!,4 /e.__(;kc___ .----- _._C4aliJ'l(L .</n'J ?e/3 ____ _ ... _.___ ..;:1_'1.3",",-_7.'1:_:13 _._____ // ,I, '. / ((--;-';((1' u') (0 (<, I Yc)(!A&." __ ~-C;-,;:f..;. ----[f:.it71J:!C' /" -; f' ,/ ;; --7FLaJ~--0.ibL c,-t~ /.'~I .__L/'ll_JI~_jf_..I_,-A---1.:.J.ilJ~_ -_____.....::!/J7-.:....Lc_1...2~. ___.__..._..__. . _.~.._.. ____. '_".__.U ..u ._.__. _ u._..____.. ... ._~.___._._..._._.. OATil OF l'EltSONAL Iml'lmSENTATIVE COI\tI\IONWE,\LTII or "ENNSYL\'ANIJ' I HH COUNT\' (W __CI)~lrlEI\I.A~tL__,______,____ J ~-1';-/i Thl' Ill'tilhmcr,,'l! ahu\c.nalllC..'d ~\h'arh' or ufli.IU(..) thilllhc '1111ICI1ICIII\ il1lhc foreguing pelilion urc Inll' amI I..'lIIT\....:t to th' hl''<l 01 till' ~lHl\\lL-t.ll-:l. IIIIlI hl'licf of I1clitioncl(!oo) ami Ihul as personnl rcprcsClla latin~(...) or till' nhll\'l' dl'~l'dl'JlI JlelitiollCI(~) will \\'l'lI and truly mllltilliMcr Ihe C~IUIC.lICcon.llny In Inw. SWOIII 10 '" "mill"'." .""" "11"..,il1.<I I' I.~@;,. i..@:.-,;/"!'~ ~ !!> li5k'b'~n~ihj.\.., ~_8.tll " l~l~ of (-,r;~T.r_~~~L,I~yE~~!L'~i 7Jt~:t.-~, :.~,:c,--~:!fI'..:t"~~.~,j_._..;'/1,1 J'1/:~-"'..v11 ;'-',-.'. .'.-.---.--.--.-.--.--.------- ~ .. --Y ..,.. ,/-.. .<o,({.- ,('7';4/--------------- - ~ Mary C. Lewi" 1i..~I.\"'r -,J-..-------.---------- ~ -jl.' \ . ~.. -~~'"'~- 'i)..-!,,: ~ri; '"'- i .' -t-' \'i . - (.~:~ Cd I C/r tH',- .r, .,. ~'-:-, c'~:; f,.)f,.) $' ~1 ~ ~ ~ $:; j ~ ~ ~ ~ cc: ~ ~ 0- III <<.. ~. ~..~...~... c<<.il 0( ;.J . Q. 0 <( .. t.. . t )ell( ~" " ~ ti .Ii ~ III :r~im" ~ ~.il ~ ~ <(<a~ i II i III III I ~ I "" ~ . . ., LAST WILL AND TESTAMENT I, WILMER R. HOCKLEY, being of sound mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking all prior wills and codicils made at any time before by me. FIRST: I direct that all my funeral expenses and just debts be paid as soon as practical after my death. SECOND: I make the fallowing specific bequests to the following persons: a. One Half (1/2) of my Members First Account, being Number 105170HO, to my granddaughter, Barbara Ellen Hockley, and the remaining one half (1/2) of those said funds to my daughter, cindy Lou Hackley, per stirpes. b. I give and bequeath my coin collection to my granddaughter, Barbara Ellen Hackley. c. I give and bequeath one antique telephone to my son, Raymond A. Hockley, or his issue; if my said son or his issue do not survive me, the said telephone is bequeathed to my daughter, Cindy Lou Hockley, or her issue. d. I give and bequeath one antique telephone to my daughter Cindy Lou Hockley, or her issue; if my said daughter or her issue do not survive me, the said telephone is bequeathed to my son, Raymond A. Hockley, or his issue. e. I give and bequeath my gun collection to my son, Raymond A. Hockley, per stirpes. .. ., f. I give and bequeath my jewelry, military memorabilia and law enforcement memorabilia to my childrenr Raymond A. Hockley and cindy Lou Hockley, share and share alike, or their issue per stirpes. In the event that one of my said children, or his or her issue, does not survive me, his or her ohare is bequeathed to the child or child'S issue surviving me. g. I give and bequeath any motor vehicle owned solely by me at my death to my son, Raymond A. Hockley, or his issue. h. I give and bequeath my camcorder to my daughter, Cindy LoU Hockley, or her issue. THIRD: The rest, residue and remainder of my estate, whether real or personal property and wherever situated, I give, devise and bequeath to my wife, Constance W. Hockley. FOURTH: In the event that my said wife should predecease me or fails to survive mer I give, devise and bequeath my said residuary estate, to my children, Raymond A. Hockley and cindy Lou Hockley, share and share alike, and in the event that one of my said children shall predecease me or fail to survive me, the share of such deceased child shall pass to the child's issue per stirpes, but if there be no such issue living, then the share of such child shall be paid to my child then living or that child'S issue per stirpes. FIFTH: If my wife should predecease me or fails to survive me, then in either of those said events, I direct that my sister- in-law, Judith Everts, be given the right to the use and occupancy of the apartment in which she resides for her life or until she voluntarily surrenders her interest in the said property by leaving . . COMMONWEALTH OF PENNSYLVIINIII: :SS COUNTY OF CUMBERLAND I, Wilmer R. Hockley, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last will and Testament; and that I signed it willingly; and that I signed it as my free and voluntary act for the purpose therein expressed. I- I /l,~J / 4-Rfi& ~. Hockley Sworn to and acknowledged, before me, by Wilmer R. Hockley, the Testator, th .27~" day of. '- t,,!: , 1995. NOTARIAL SEAL DAWN MARIE SHOOP, Notary Public Sh1ppanlburg, Cumborland Counly, PA M Q9mmlls~n Ex ItGR FGb. 6 199B COMMONWEALTH OF PENNSYLVANIA: :SS COUNTY OF CUMBERLAND We, H. Anthony Adams and Sharon Coleman Adams, the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we saw the Testator sign and execute the instrument as his Last Will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses, and that to the best of our knowledge and the Testator was at the time at least eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. 'H\\~;m~~ , C-' C" ~ - rJ /~ ,/ /i 7LtLc <"~ f:.L:U~ L..L,.Ld.....~ ~Sharon Coleman Adams Sworn to and subscribed before me by, H. Anthony Adams and Sharon coleman~Adams, the itnesses, this ,f"'", day of ,..Il' /f [. , 1995. \ l.r ~. ._ J f L/I ''} ., (I, ' )91) NOTARIAL SEAL r;- / DAWN MARIE SHOOP, Notary Public Shlpponsburg, Cumborland County, PA My Commission Expires Fob. 5, 199B CERTIFICATION OF NOTICE UNDER IlULE 5.6(a) Name of Decedent: Wilmer R. 1I0ckley Date of Death: December 1, 1995 File No: 1995-00935 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above captioned estate on April 19, 1996 Pa File No: 2195-0935 Name Address Cindy L. Hockley 25 Annendale Road Carlisle, PA 17013 511 S. West street, Apt. C Carlisle, PA 17013 57 E. Main street Walnut Bottom, PA 17266 Raymond A. Hockley Constance Hockley Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None. Date: 4/19/96 ~ -~ f>" -~\ ~ ~, ~~'--r-.,) H. A hony.Ada~s, Esquire 128 E. King str~et Shippensburg, PA 17257 Telephone: 532-3270 Counsel for Personal Representative to -e~ '0 .!!! 9- .,,0.; N f.l .. ;:~ S; ll. .' ,3 ,.~ -~ c .. \0 ~. N C) ,- ;j. ~ .: " ;.:~ "'-:n ,!j o'~n .Q u OJ ~ ~E roo:: ~8 a: 1.<, '7." _ /1 -"'<11'/-/ .?-- (1- 'I] ./ I ..().. ./ /7 J" OR DAtES OF DEATIlA"U ,:I':I,t\I, cHfCitI.l(1lt-'" '~'~.I Y" INHERITANCE TAX RETURN ~o'V~;~yU~:iDIT ISCLAIMED 0 . '.~',- RESIDENT DECEDENT iiir NUMBER (l.u, COMM""WIA''''OF ,,,,,,,,'v,,,,. (TO BE FILED IN DUPLICATE ,:'./' /.r; r .:>) VIP,UWlIlI 01 II(V(1I1J( "..."~J:,',J~'\~:"O/.',, WITH REGISTER OF WILLS) CQUIHY COOl .~I.'R I . ::=;;;;::~;:;::::j~'":'I::::" "" ... r:~':'~':':~IGITr~;,:~~~t~~,~:~~ 17266 _~ -.102tiib0168____._____..._l2..-=-I:::.'lS__....__________ _m u ____ c~:'LCumbcrllll1d ~ ~J I. Oliginul Relurn [I 2, Supplenu!fIlnl Return rJ J, Remalndor Relu," 1:l~t':l (lor dolo. 01 doolh pr;or 10 12.13.B2) w:O (J It, limited Eslalo (] ~D, Futuro 1I110roll Compromilo (] 5, fodoral e'lalo TOk 029 (for dolo' of d..nlh nhor 12.12.021 Return Roqulred It CD t{] 6, Decedel1t Died 1011010 (] 7, Oeclldonl Malntoined Q living Trult _ e. Tolal Numbe, of Sare Depolll Bous <( (Alloch cOl' 01 Willi (Allnch cal'Y 01 T.u.') All CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO, AM E51.1fimMAIUHO ADD"U~ RIV,UOO (1.111.911 ~ffi 0<0 oz Va ... NUMBER :,'" ". '~;';" II. Anthony Adams, Esquire lIUfiiOfjrlfUMillt 128 E. King Street Shippensburg, PA 17257 1717 l. 5J2_~),L-_ z o 1= 5 E ... \5 w 0< I. Rool ElIot. ISchodulo AI ( 11 ____. _ 2. Stach ond Band. (Schodul. B) ( 21___._.___ 3, C1osoly Ueld SlocUParlnonhip Into roll (Schodulo C) (31 __._.~ 4. Morlgagos and Nolos Rocoi...ablo (Sch"dulo OJ ( AI __ _____ 5. Co.h, Bank Dopo.;" & Mlleollonoau. Po..anal Proporty( 51 __2,.180 ()() (S,hodul. EI 6. Jointly Ownod Proporly (S,hodulo FI 7, Tron.lo..(S,hodulo GIISchodulo II 8. Total Gran Anflts (totallinas 1.7) 9. Fune,ol hpenu!II, Admlnlslrali...o COliS, Mllcollonoou, I 9) __2.1-.880,00 E.pon... (S,h.dulo IiI 10. Dob", MO'lgogoUabllltio.. U.n. (Schodulo I) (10)_l.!I.8Q..00 11. T 0101 Doduclian. (Ialalllna' 9 & 101 12, Nel Value 0' Eslalo (lino 8 minu, Ilno 11) 13, Charllable ond Governmental Boquests (Schodulo J) 14. Nol 'Ialuo Subjeclla Tal( (lino 12 minus Ii 110 13) 15, Amounl of IIno U IOllohlo 01 6% roln (Includo valuos from Scllodulo K 0' Schodul..1 M,) 16. Amount of IIno lA tOl(ablo nt 15% rolo (Include valuos from Schedule K or Schedulo M.) 17, PrlnclpallaK duo (Add tOIt from Uno 15 and from lino 16.) 10. Credits Spoulol Poverly Crodil Prio, Paymenh + + 19, If lino 18 Il groater than Iille 17, entor tho differ en co on lille 19. This Is tho OVERPAYMENT. rJI0 20, If Iino 17 Is oroota, than Iino 18, onlo, tho difloronco on line 20. Tl1Is I, Iho TAX DUE. A. Enle, 1110 Inlorosl on Iho bolonce due on lino 20A, (20) (20AI (20B) -0- 161 I 71 I B) ? I 7RO ()() 8.360.00 -0- (111 (12) (13) (1.1) -0- --=.0- (151-.____ --.-_._ )( .06 CI (161___ _x .IS = z o ii .... :J ... :l: o V >< ;! (17) -0- Oiscounl Intorost (1 B) (191 Chock horo If you ata taqUo.II"O a tahH1 bf ydtJt bVGtpuymohL -0- :,1,.". mAlEiiF ---.J r R. lIocJslcY. ITEM NUMBER A. Funoral ExP'''''" IIYUIII.. pltl J. D. A. C. 1. 2. 3. A. 5. 6. 7. S. '.A ~JiIMt' tOM''''JIIWI~ltll 0' tlllIl"IVAtltA III1IUIIMIC;f Il.lll(IUIII 'UIO(lIll11(1Vllll SCIIEl'ULE II FUNEllM EXPENSES, AIlMINISTlIA1IVF. COS1S AND MISCEllANEOUS EXPEN5ES PI.alO P,lnl .r Typ. FllnlUMlilli lJESCRlPlIOll AMOUNT Ewing Ilrothers Funernl lIame 4,880.00 1. Adrnlnhlruliv. Co.III Pononol noprolonlolivo COlll1111sslons Satlul S.curlly Numb., ul rOflanuln.I',...nlutlvol Your COI"mlulom flaid 2. Allarn.y Fa.. .' 3. Family Ex.lIIl'tlan CIDlmDn! Constance lIockley 2,000.00 R.latlo,ulolp I~ife Add,... af ClylmDnl DI dDud.nl'. d.Dlh 51,.., Add,... ~7 F Mni n C;tr..pt Clly \JAlnllt' Rnttnm SlalD PA Zip Cod. 1 77F.F. r,obal. Fa.. Mhnllan,:oul. EMp.""" . , . . :. .. . ~ 101AL (Also ord.r an Uno 9, Rocopllulallan) S 6 880.00 (If mo,. Ipac. It lIo.d.d, Inn.' addlllonal alII." or lorno .11.,) /J . I ll'I"." JRD/June 30, 1992/1 7858 InRe: Estateof Wilmer R Hockley Late of Penn Township ORPHANS' COURT DIVISION, COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Es t N 21 - 95 - 935 ta eo.: No. NOTICE OF FAILURE TO FlLE CERTIFICATION AND REQUEST TO CONDUer A HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT ORPHANS' COURT RULE Personal Representative: Raymond A Hock I ey Counsel for Personal Representative: H Anthony Adams Esq Date of Grant of Original Letters: December 13. 1995 Date of Delinquency Notice: March 26. 1996 The undersigned. Mary C. Lewis, RegislCr of Wills, in ncconlnnce wilh Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division. Court of Common Pleas of Cumberland County, that neither the ahove named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(d), Supreme Court Orphans' Court Rule and that the requisite notice. pursuant to Rule 5.6(e), Supreme Court Orphans' Court Rules, was given hy the Register of Wills on March 26 , 19.23 and that the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency and the undersigned requests tbat a Court conduct a bearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. '- /fJ ' /Vl7~ rh Date: Apr il 9. 1996 C. '-'-I.-. I~ II GLW _~I Lewis. RegiMer of U Distribution: Personal Representative Counsel for Personal Representative A HEARING I~t~ten8R JU^, L ;}../. '9tJCt, AT / I: ()(1' 11.111. IN COURTROOM NO.1. I IF THE CERTIFICATION OF NOTICE IS FILED PRIOR TO THE HEARING ATE THE HEARING WILL AUTOMATICALLY BE CANCELLED. ,. . .1--\ _ ,l(., .. '\ (" ~--~-.. /.,' - '7 .'J -/! .J ., BUREAU OF INOIVIOUAL TAXES lHIlIRltAHer u. DIVISION DlPI. :101>01 HARRISBURG, PI Hut-ObOI CDMMDNWEALTH OF PENNSYLVANIA DEPARTMENT DF REVENUE I c......... ,r~~"\ It@~ R NOTICE OF INltERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF OEDUCTIONS ANO ASSESSMENT OF TAX 911,1"'''1",",'11 H ANTHONV ADAMS 128 EKING ST SHIPPEIlSBURG ESO DATE ESTATE DF DA TE OF DEATH FILE NUMBER CDUNTY ACN 08-25-97 !lOCK LEV 12-01-95 21 95-0935 CUM8ERLAtlO 101 WILMER AnDU"t Ra..itted PA 17257 MAKE CHECK PAVABLE AND REMIT PAYMENT TOI REGISTER DF WILLS CUMBERLAND CD COURT HOUSE CARLISLE. PA 17013 CUT ALDNG THIS LINE ~ RETAIN LDWER PDRTIDN FOR YDUR RECDRDS ~ ifEV: iS4i"Ex-jij:p-iiiF97T"NoYicnW "iNHEiiifAifcE-YAX-APPRAisEH EN'f;-jii.Loii;'NCE-oR----------- ------ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE DF HDCKlEV WILMER R FILE ND. 21 95-0935 ACN 101 DATE 08-25-97 TAX RETURN WAS, I X I ACCEPTEO AS FILED RESERVATION CDNCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED DNI ORIGINAL RETURN 1. Rad Eat.t. ISch.duh A) (1) 2. stocks and Bonda ISchedule OJ 121 5. CloSlly Hald stock/Partnership tnter..t (Schedula C) 15) 4. Hartg.gll/Notl' Racelyable l5chadula Dl 141 5. C.sh/Bank DIPosits/Hhe. Per.onal Property (Schedule EI 151 6. JointlY Owned Property (Schedule F) 16) 7. Transfars ISchedule G) 171 8. Total Alllt. I CltANGED HOTEl To insura proper credit to your account. .ub~it the upper portion of this forn with ~our t.lC p.~"'.nt. .00 .00 .00 .00 2.780.00 .00 .00 IBI 2,780.00 APPRDVED DEDUCTIONS AND EXEMPTIDNSI 9. ~unar.l Expan.../Ad.. COlt1/111lC. Expans.s ISchadule Hl 191 10. Debts/liortg.ga Liabllith./llanl ISehedul. I) 1101 11. Total Deduction. 12. Net Value of Tax Return 13. Charitable/GovernMental Dequest. ISchadule Jt 14. Het V.lu. of Estat. Subject to Tlx 6.880.00 1.480.00 IIlI 1121 1131 1141 R.3~n no 5.580.00- .00 5,580.00- If an assessment was issued previouslY, lines 14, IS and/or 16, 17 and 18 will reflect figures that include the totel of ALL returns assessed to date. ASSESSMENT OF TAXI 15. AMount of Lin' 14 at Spou.a1 rate (15) lb. AMount of Lin. 14 taxable at Lin..l/Cla.. A rata (1bl 17. A.oun' of Lln. 14 taxable at Collateral/Cl... 8 rat. (171 18. Principal Tlx DUI NDTEI .00 .00 .00 X . DO, X .06. X .15. IIBI .00 .00 .00 .00 TAX CREDITS: PAYHENT OATE DISCOUNT 1'1 INTEREST/PEN PAID I-I AHOUNT PAlO RECEIPT NUHBER TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .00 ., {.J IF TOUL DUE IS LESS TItAN n, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REfLECTED AS A "CREDIT" ICRI, yOU HAY BE DUE A REFUND. SEE REVERSE SlOE OF TillS fORH FOR INSTRUCTIONS. I . IF PAID AFTER OATE INOICATED. SEE REVERSE FOR CALCULATION OF AODITIONAL INTEREST. ."'.VAI'DH, C...,.. ., d.c.d.nl. d.ln. on .r b.,.,. O.e'.b.r I" ,... "" I' .n. 'ulur. Inl.r... In Ih. ....,. I. ',on,'.r,.d In p......I.n .r .nl',..n. I. CI... . Ic.ll.'.r.11 b.n.,lcl.rl.. .f 'h. d.e.d.n. .,1., Ih. .'plr"I.n ., on. ..,.,. '.r III. or r.r .m., 'h. C...on...lth h...". ..p....1y ....r... .h. rl.h. .. .ppr.h. .nd ...... 'r.n".r ,""..It.... I.... at thl hwful CI... .. (col1a'.rall nl. on any Such future Inhr.... PuRPOSE Of HDIICt. I. MIIII 'h. ,.qulr...nll ., '.cll.n Z1.. .f .h. 1""..It.n.. .nd to.... r.. Ac', Ae' '1 ., "95, 17. P,., Section 91'DJ. PA',"HI. O.'.ch Ih. ',p p.r.l.n ., Ihl. H"lc. .nd ,ub.lt .I.h ..ur .....n' .. Ih. ...I,'.r ., WIll. prlnl.. .n ,h. '...r.. .ld., uHaka chack or laney ord.r Plyabh tal REGISTER or HILLS, AGENT ."UND IC.I. A r.fund .f . I.. er'dll, .hleh ... n.. '.qu"'.d .n Ih. I.. .,'urn, ... b. '.qu.".d b. e...I..ln. .n .Appllc.'I.n ror R.'Wld 0' Pann,ylvanla lnhulhnu and hlat. hili" (REY-I.U,U. APPllullon, .1'. nvaUabla .t tha alfln 01 thl Rlgl",r or Willi, any 0' thl IJ Rlv'nul DII'rlcl afrlc.., or bv calling thl ,plcl.1 Z%-hout enl..,rlng ..rvlcl "ulb.r. 'or for.. ord.rlngr In Pennsvlvanl. l-aOO-J62-2050, out,lda Pann'vlvlnl. and w!thln Iou! ll.rrhbutD .r.. (711) '.'-109", IDOl 17171 nz-ZUZ Ul..,.Jnll I.palred OnlvJ. D'J'CIIDH', An. p.r', In In..r... n.. ",I,'I.d .llh Ih. .ppr.I....nl. .11...ne. .r dl..II...nc. ., d.due.l.n., .r ........nl or tl... llncludlnq dhcount or In'.t..u at shown on thh NoUu lu.1 obJllct within .hty (60) da~. or nuJpt 0' thh Natlu bYI AD"'N ISTRAfIVE CORRECTIONS I ....III.n pr.,... .. Ih. PA O".r'..nl ., ....nu., '..rd., .pP...., O.pl. ,",Dll. "."hbur., PA 171..-10", OR --.I.ctlon to h.v. the ~att.r d.ter.ln.d .t audit 0' the account 0' the p.r.on.1 r.pr...nt.tlv., OR --.ppaal to th. Orphan.' Court. Factu.1 .rror. dl.cov.r.d on thl. ........nt 'hould b. addr....d In writing 101 PI. Deparl~ent 0' R.venu., Bur.au 0' Indlvldull fa".., AllNI Po.t h'..uenl Ravlew Unll, nept, Za0601, Harrisburg, PA 1'llI-0601 Phon. (111) '81-6U5. See pagl 5 of the bOOklet "Inllrucllon. 'or Inheritance '''.Ill R.turn 'or a Ruldant Dac.a.n'" CREV-IS01) 'or an ."planatlon 0' .d.lnl.tratlv.l~ corractabl. .rror.. DISCOUNT I If .n. I.. duo h ..Id wl'hln Ihr.. '" ..I'''.r ..nlh. ./1.. Ih. doc,.,.,'. ."'h, . lIu. P....nl 1m dheoun. ., the ".Ill P.ld h .lIoW.d. PENALIVI rho 1'% I.. ..n..., n.n'p.rllcl"'lon p.n.ll. I. c'.pul.. .n Ih. '.'.1 .f Ih. I.. .nd Inl.r." .......d. .nd n.. p.ld ba'ara Janu.ry la, 1996, the Ur.t da~ aU.r tho and 0' the tn ..nuh p.rlod. 'his non"partlclpatlon penalty 1. appealabl. In the .alle ..nn.r and In the the .alla tl.a parlod a. Vou would appaal the ta.ll .nd Int.r..t that h.. b..n .......d .. lndlc.tlld on thl. not Ie.. IHTCRfSft Inl.r... I. eh.rg'd b..lnnln. .llh 'Ir.. d..., d'lln.u.ne., or nln. 1'1 .'nlh. .nd .n. III d.. Ir.. Ih. d.,. ., d..th, to the date 0' P.~..nt. ,.".. which b.ca.. d.llnquent b.'or. January I, 19a1 b.ar Intare.t at Ihe r.l. of .1. 16%1 p.re.n. p.r .nnv. ..Ieul.,.d .. . d.ll. r.,. ., ,DOgI6', All..... .hleh b.e... d.lln.u.nl .. .nd "'.r Jenuarw I, 19az will b.ar l"t.r..t at . rata which wllS vary 'roil cal.naar Yllar to caland.r Yllar with Ihat tal. announced bw the PA D.pert..nt of Revenue. lhe appllcabl. Intar..t rat.. for 19a1 throuUh 1991 .r., t!!! Int.t..t RI'II. 0.1.... Inler..t '.ctn,. !!.!! Inh,...1 R.I. :1alh Inter..t fl'lelor 1981 "X .000541 1987 .% .OOOZ", 1981 16)( .00DftJI 1988-1991 1l:C .OOOSDI 191ft 11:C .000101 1991 " .000Z47 1915 U:C .000.556 1991-199<<0 1% .000191 net. 10" .ODOU" 1995-1997 .~ .000141 .-Inter..t I. calculat.d .. rollowlI INTEREST. BALANCE OF TAX UNPAID X NUHDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ""'n. H.'le. 1"U'd .'I.r .h. ... b.e.... d.llnqu.nl .111 r.'I'cl .n In..r... e.lcvl..I'n I. '111..n II., d... b.yond Ih. aat. 0' Ih. ........nl. I' paY..nt I_ ..d. .fl.r the Inter..t cO.pulatlon date Ihown on the Hot Ic., adal t lanai Int.r..t .wIt b. calcul.hd. JRD/June 30, 1992117858 ImGlSTEIl OF WILLS CUlllbl'rluud Cuuuly Cuurthnuse Oue CnurthlllLse Sllullre Cllrllsle, I'A 17013 NOTICE PunSUANT TO IWLE 6,12 PENNSYLVANIA supnEME counT onPIIANS' counT nULES To: Personal Representative Counsel: II. ,\N'I'1I0NY "D,\M~, J.:sQ., RE: Eoilale of WIt.MJ.:ll Il. 1I0CKt.J.:Y PJ.:NN '!'WP. Eoilale No.: 2 l - I 995 - 9 J 5 Dale of Decedenl's Dealh: 12-] - 9 5 , Deceased, Lull' of Pursuanllo Rule 6.12, Ihe above named personal represenlative or Ihe above named allorney, if applicable. within Iwo (2) years of the decedent's dealh, and annually thereafter until adminiSlralion is completed. Is required 10 file wilh the Regisler of Wills a Status Reporl as required by Rule 6.12, in substanllally the prescribed form, showing the date hy which the personal representalive, or allorney, as applicable, reasonably believes administration will be completed, TIle purpose of this Notice is to advise you thaI unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans' Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills Is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to request that said Court conduct a hearing to detennine whether sanctions should be Imposed upon the delinquent personal representative and the delinquenl personal reprl'Sentative's counsel, if any. Accordingly. if the requisite Status Report is not filed by 2-U-98 ,19_, you are hereby advised that a request will be submilled to tile Coun in accordance with Rule 6,12. '- '1\ (A,\). C~ ~U ~ vn v1 Deput Register of W lis Dale: 1-g7-98 w,j f'1'Cf- Dlstribulion to Eoitate File STATUS REPORT UNDER RULE 6.12 Name of Decedent I \)J \ \ 'l\t\Q r Date of Deathl I d- - 1- q 5 ~ \C)" \c kJ '-\ ~. Admin. No. dl- IQ9S-9:J5 Will No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, 1 report the following with respect to completion of the administration of th~ above-captioned estate: 1. State whether ',(dministration of the estate is complete: Yes No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: I;:) - ~l) - 9 ~) 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Datel ~ ~ ,CCs Signature ~ ~ \.\ A-- -\i.v- ""& ADC\ 1M ~ Name (Please type 0 print) /5 \>o,.\"l...<.;. ~c,-.0 Address "..P"-''v:>~.~ \--t...... ( 7 17 ) l! d")- S b l( .)..... Te 1. No. Capacity: Personal Representative ~counsel for personal representative (MAH :rmfl AH3)